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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,332 | $106,749-6.9% | $145,433-31.7% | $82,448+20.5% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.1%+11.7pp | 68.1%+25.8pp |
| Annual return | 17.97% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,568 | $3,444+3.6% | $4,554-21.7% | $2,551+39.9% |
| Participant deferral / active EE | $10,959 | $6,519+68.1% | $7,897+38.8% | $4,139+164.8% |
| Admin fee / account holder | $6,573 | $8,390-21.7% | $13,129-49.9% | $7,234-9.1% |